That sounds correct. We upgraded from the 2013 version to the 2016 version. When I go to aged ar balances, in the filter group, I pull down client, and then select the client attorney filter. When I do, I get a screen that is a box saying "filter for" and it says I can select a range of client names. There are no attorney's listed. You asked about the client's individual record (client information). I do see the section to the left called custom fields. Under that is a tab that says Group 1 - when I click on that, the attorney to which that client is assigned is there.
↧